List work engagements

Tool ID: kohlercode_crm_work_engagements_list

Summary

Lists your company’s work engagements with title, stage, pricing, and totals. Read-only.

When to use it

  • Find a request — See open and closed engagements before opening one in detail.
  • Track progress — Check which stage each engagement is in.

What you need

Requirement Required?
Metraclick connection Yes
Tool enabled for your account Yes
KohlerCode CRM connected by your administrator Yes

Parameters

This tool takes no parameters.

What you get back

Field Meaning
count Number of engagements
engagements List with id, title, stage, pricing, totals, timestamps

Example prompts

List our KohlerCode CRM work engagements.

Which work requests are still open, and what stage is each in?

Show titles and balances for our CRM work engagements.

Tips

Related